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Featured Business Financial Advisor in Greenwood Village, CO
Greenwood Village Financial Advisors
7350 E Progress Pl #100
Greenwood Village, CO 80111
Advisor Profile
Eric M.  Courage
Name:  Eric M. Courage

About Margin

MARGIN currently specializes in:

- Pre-Retirees and FIRE (Financially Independent Retire Early) - HENRY (High Earner, Not Rich Yet) and HINT (High Income, No Time) - Entrepreneurs

The inspiration for MARGIN came from Eric?s professional journey. After beginning as analyst specializing in healthcare transactions, he performed institutional mutual fund research at Transamerica, quickly becoming the lead analyst to lay the groundwork for their inevitable entry into ETFs. He was then promoted to work in Corporate Competitive Analysis, assisting in constructing competitive research for all insurance and investment products within the Americas for the C-Suite. Finally, Eric worked as an advisor at a Bank Private Client Group?.

Throughout his career, Eric found that leaders spent more time talking about how to make their firms money than how to make clients more money. Eric envisioned and started MARGIN as an honest alternative.

General Information

CRD#:    5513725
States Willing to do Business in:    Aurora,Castle Rock,Denver,Englewood,Littleton,Lone Tree,Morrison,Greenwood Village
Firm CRD#:    290094
Number of Years with Current Firm:    2
Years of Experience in Financial Services:    10

Qualifications & Memberships

Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Certificant


Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes

Compensation and Fees

Additional Details on Charges:    Complexity-Based Flat Fee
Compensation Methods:    Flat Fee
Fee Structure:    Fee Only

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